All Europe articles – Page 16
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White papersUnlocking the potential of European Leveraged Loans
We believe that in 2025 the European leveraged loan market will broaden its appeal to investors as a significant asset class to consider. While it has been well established in the US, it has grown significantly in recent years in Europe, with its market size currently close to that of the European high yield bond market.
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PodcastTalking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.
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White papersAdapting to economic trends in real estate
IREI article – A closer look at the European real estate market and the 5 Ds: debt, deglobalization, demographics, decarbonization, and digitalization
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White papersCan European Equities Regain Footing amid Global Adversity?
European equities have started 2025 on a positive note. Several factors could help the market overcome challenging conditions.
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People NewsMichael Marcinek to Become Next Head of Business Development at GARBE Industrial Real Estate
GARBE Industrial Real Estate GmbH (“GARBE Industrial”), one of the leading providers and managers of logistics, light industrial and technology assets in Germany and Europe, just reinforced its executive team by appointing Michael Marcinek as the new Head of Business Development.
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White papersCross Asset Investment Strategy - March 2025
Topic of the month: A step forward for Europe
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White papersA step forward for Europe
From sluggish to strong: Germany poised to support Europe’s growth
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White papersA Unique Window for Real Estate Debt Investors
In this Q&A with Private Debt Investor, Rupert Gill discusses why European real estate debt presents a potentially compelling opportunity today.
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White papersTariffs and European news fuel volatility
“Rising concerns for US growth amid high policy uncertainty have triggered a strong rotation outside of the US mega caps.”
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White papersGermany’s historic step to raise spending
“A realisation in Europe on the need to spend more on defence and infrastructure has created a positive sentiment, leading to the recent upside in the markets.”
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White papersGerman fiscal expansion – Whatever it takes!
On 4 March, Friedrich Merz, Germany’s chancellor-in-waiting, proposed a constitutional amendment that would pave the way for an extensive programme to boost defence spending and overhaul German infrastructure. By employing, in English, the phrase “whatever-it-takes”, Merz made sure there was no doubt about the scale of his intentions.
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White papersGermany’s Game-Changing Election
The country’s politics are getting a boost of uncharacteristic urgency from coming Chancellor Friedrich Merz, with even the constitutional “debt brake” up for grabs.
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Asset Manager NewsIPUT Real Estate announces a €230 million commitment for its sustainable Logistics Sub Fund at Nexus Logistics Park
IPUT Real Estate (“IPUT’), Dublin’s leading property investment company, has launched a new logistics sub-fund, the “IPUT Nexus Logistics Fund” raising €115 million in new capital to develop the first 1.5 million sq. ft. of Nexus Logistics Park (“Nexus”). The IPUT Nexus Logistics Fund will operate as a sub-fund within IPUT Real Estate and is classified as an SFDR Article 9 fund, ranking it among the most sustainable real estate funds in Europe.
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White papersMarch ECB meeting: Data dependence in a world of uncertainty
As expected, the European Central Bank (ECB) cut its policy rates today for the sixth time in this cycle, marking its fifth straight cut. The interest rate on the main refinancing operations, the marginal lending facility, and the deposit facility were each lowered by 25 basis points to 2.65%, 2.90%, and 2.50%, respectively.
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White papersDoes Tax Deductibility Increase Retirement Saving? Lessons from a French Natural Experiment
This paper presents new evidence on how employees respond to tax incentives for retirement saving. Using administrative data from a large retirement plan administrator in France, we examine the voluntary saving choices of approximately 1.4 million workers before and after the implementation of the 2019 Loi Pacte, a reform that introduced tax-deductible voluntary contributions into employer-sponsored retirement plans.
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White papersThe Long-Awaited Renaissance of European Retail
Despite ongoing uncertainty, real retail sales in the Eurozone are projected to grow modestly at 1.7% p.a., outpacing both 1.4% p.a. real GDP and 1.0% p.a. real disposable income growth over the 2025-29 period.
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White papersListed Real Estate and Cost of Debt: Prudent Optimism
In recent months, most central banks across Europe have shifted from a hawkish stance to a more accommodative monetary policy, marking the beginning of an interest rate-cutting cycle. In the Eurozone, after an intense period of rate hikes in 2022 and 2023, the ECB implemented four 25-basis-point cuts in 2024.
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WebinarGerman Election Results: Shaping Europe’s Future?
Thank you for attending our call “German Election Results: Shaping Europe’s Future?” with Anna Rosenberg, Head of Geopolitics at Amundi Investment Institute; Thomas Kruse, CIO Amundi Germany; and esteemed guest, Günther H. Oettinger, Former European Commissioner and Member of the Supervisory Board at Amundi Germany.
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White papersTo maximise the new cycle, investors should target modern logistics
2024 was a transitional year for European logistics, with capital markets showing early signs of recovery, while the occupational market remained relatively sluggish. With demand conditions stabilizing, we believe 2025 is an inflection year offering a potentially compelling entry point into a new cycle.
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White papersDeA Capital Real Estate: Demographics are destiny
DeA Capital Real Estate works with selected third-party institutional investors across Europe, with a total AuM of E13.5bn. Emanuele Caniggia and Emanuele Dubini, CEO and CIO respectively of DeA Capital Real Estate, explain why their international platform is driven by demographics and macroeconomics.
